AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

Thanks, everyone, for joining us at Day 1 of the Morgan Stanley TMT Conference. My name is Katie Keyser. I'm on the software research team here at Morgan Stanley. Super excited to be joined by the ...

Oracle today announced more role-based AI agents for revenue teams using Oracle Fusion Cloud Applications. The new agents are embedded within marketing, sales and service processes to provide insights ...

On February 12, the United States Department of the Air Force (DAF) awarded the company an $88 million firm-fixed price task order. The order focuses on offering Oracle Cloud Infrastructure services ...

Salesforce, Inc. CRM and Oracle Corporation ORCL are two major players in the cloud enterprise software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship ...

Now expects revenues to grow by up to 5% in 2026 First-quarter operating profit stable at 26 million euros TKMS was spun off from Thyssenkrupp to tap defence boom FRANKFURT/DUESSELDORF, Feb 11 ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

Explore the leading data orchestration platforms for 2026 with quick comparisons, practical selection tips, and implementation guidance to keep your data pipelines reliable and scalable.

Boeing in January kept up a brisk pace of aircraft deliveries and continued padding its backlog, including by landing major orders from lessors and a landmark 787 deal from Delta Air Lines. The ...

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